Estate Planning and Administration

The Firm’s Estate Planning and Administration group counsel clients on estate and tax planning, wealth preservation, multigenerational tax and estate planning, asset protection planning, business succession planning, and related legal matters. The attorneys not only work individually with the client to meet their needs, but where appropriate form a “team” of advisors with outside accounting, investment, insurance and banking professionals to formulate and implement a client’s estate plan. The Firm uses sophisticated estate planning and wealth preservation techniques to assist individuals and families, executives and closely held business owners to preserve and protect their assets and tailor plans to meet each client’s objectives, including the advancement of their philanthropic interests. Our estate and trust planning services include:

  • Wills & Revocable Trusts
  • Advanced Health Care Directives (Living Wills) and Durable Powers or Attorney
  • Private Foundations & Charitable Trusts
  • Irrevocable Life Insurance Trusts and Gift Trusts
  • Family Limited Partnerships and Limited Liability Companies
  • Business Succession Planning
  • Planning for Seniors and Children With Special Needs